Mutual Funds Insights API

Mutual Funds Insights API

The Mutual Funds Insights API provides developers with comprehensive access to insightful data on mutual funds, including performance metrics, historical trends, fund manager details, and more. This versatile tool enables developers to build applications that empower investors with valuable insights for informed decision-making and portfolio optimization in the dynamic mutual funds market.

API description

About the API:  

The Mutual Funds Insights API offers developers a comprehensive platform for accessing valuable data on mutual funds, encompassing performance metrics, historical trends, fund manager details, and more. By integrating this API into their applications, developers empower investors with actionable insights, facilitating informed decision-making and portfolio optimization in the dynamic mutual funds market. Whether analyzing historical performance, comparing fund managers, or tracking trends, users benefit from the rich and customizable data provided, enhancing their ability to navigate the complexities of mutual fund investments and achieve their financial objectives.

 
 

What this API receives and what your API provides (input/output)?

Pass the mutual fund symbol and receive the latest and historical rates. 

 

What are the most common uses cases of this API?

 

  • Portfolio Analysis Tools: Fintech companies can utilize the Mutual Funds Insights API to develop portfolio analysis tools that allow users to assess the performance of their mutual fund investments, identify strengths and weaknesses, and make informed decisions about portfolio adjustments.

  • Investment Research Platforms: Financial research firms can integrate the API into their platforms to provide investors with access to comprehensive data on mutual funds, enabling them to conduct in-depth research, compare fund performances, and identify potential investment opportunities.

  • Financial Advisory Services: Wealth management firms can leverage the API to enhance their financial advisory services by offering clients personalized recommendations and insights based on their investment goals, risk tolerance, and market trends in the mutual funds industry.

  • Regulatory Compliance Solutions: Compliance firms and financial institutions can use the API to ensure regulatory compliance by accessing accurate and up-to-date information on mutual funds, facilitating regulatory reporting and compliance monitoring processes.

  • Educational Platforms: Educational organizations and online learning platforms can integrate the API into their curriculum to teach students about mutual fund investments, providing real-world data and insights to enhance their understanding of financial markets and investment strategies.

 

 

Are there any limitations to your plans?

Besides the number of API calls per plan, there are no other limitations.

API Documentation

Endpoints


Check all the supported symbols on our API.



                                                                            
GET https://www.zylalabs.com/api/3992/mutual+funds+insights+api/4755/supported+symbols
                                                                            
                                                                        

Supported Symbols - Endpoint Features
Object Description
page [Optional] Pagination
Test Endpoint

API EXAMPLE RESPONSE

       
                                                                                                        
                                                                                                                                                                                                                            {"success":true,"status":200,"symbols":[{"id":"FMEIX","name":"Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF"},{"id":"STMKX","name":"Sierra Tactical Municipal A"},{"id":"STMHX","name":"Sierra Tactical Municipal C"},{"id":"SDICX","name":"Guggenheim Core Bond Fund C"},{"id":"GIUSX","name":"Guggenheim Core Bond Fund Institutional"},{"id":"SIUSX","name":"Guggenheim Core Bond Fund A"},{"id":"STMEX","name":"Sierra Tactical Municipal Institutional"},{"id":"STMNX","name":"Sierra Tactical Municipal Investor"},{"id":"CNFRX","name":"Columbia Bond Inst2"},{"id":"CNDCX","name":"Columbia Bond C"},{"id":"CNDRX","name":"Columbia Bond Adv"},{"id":"STMYX","name":"Sierra Tactical Municipal Special"},{"id":"CNDAX","name":"Columbia Bond A"},{"id":"CBFRX","name":"Columbia Bond R"},{"id":"UMMGX","name":"Columbia Bond Inst"},{"id":"CBFYX","name":"Columbia Bond Inst3"},{"id":"CADOX","name":"Columbia Minnesota Tax-Exempt Inst2"},{"id":"CMNZX","name":"Columbia Minnesota Tax-Exempt Inst"},{"id":"PTCOX","name":"Performance Trust Total Return Bd C"},{"id":"CLONX","name":"Columbia Minnesota Tax-Exempt Adv"}],"pagination":{"current_page":1,"last_page":90,"per_page":20,"total":1787,"next_page_url":"https:\/\/mutual-funds-api.zylalabs.com\/api\/v1\/symbols?page=2","prev_page_url":null}}
                                                                                                                                                                                                                    
                                                                                                    

Supported Symbols - CODE SNIPPETS


curl --location --request GET 'https://zylalabs.com/api/3992/mutual+funds+insights+api/4755/supported+symbols' --header 'Authorization: Bearer YOUR_API_KEY' 

    

Get the latest price for your selected Mutual Fund symbol.



                                                                            
GET https://www.zylalabs.com/api/3992/mutual+funds+insights+api/4756/latest+price
                                                                            
                                                                        

Latest Price - Endpoint Features
Object Description
symbol [Required] Mutual fund symbol
Test Endpoint

API EXAMPLE RESPONSE

       
                                                                                                        
                                                                                                                                                                                                                            {"success":true,"status":200,"symbol":"CMNZX","name":"Columbia Minnesota Tax-Exempt Inst","market":"Nasdaq - Delayed Quote \u2022 USD","price":{"current_close":"19.24","previous_close":"1","change":"0.00","change_%":"(0.00%)","ytdReturn":"0.23%"}}
                                                                                                                                                                                                                    
                                                                                                    

Latest Price - CODE SNIPPETS


curl --location --request GET 'https://zylalabs.com/api/3992/mutual+funds+insights+api/4756/latest+price?symbol=CMNZX' --header 'Authorization: Bearer YOUR_API_KEY' 

    

This endpoint will deliver historical rates on time series. 



                                                                            
GET https://www.zylalabs.com/api/3992/mutual+funds+insights+api/4757/historical+rates
                                                                            
                                                                        

Historical Rates - Endpoint Features
Object Description
symbol [Required] Mutual fund symbol
from [Required] Date from YYYY-MM-DD
to [Required] Date to YYYY-MM-DD
Test Endpoint

API EXAMPLE RESPONSE

       
                                                                                                        
                                                                                                                                                                                                                            {"success":true,"status":200,"symbol":"PTCOX","name":"Performance Trust Total Return Bd C","market":"Nasdaq - Delayed Quote \u2022 USD","prices":[{"Apr 9, 2024":"19.45"},{"Apr 8, 2024":"19.39"},{"Apr 5, 2024":"19.41"},{"Apr 4, 2024":"19.48"},{"Apr 3, 2024":"19.43"},{"Apr 2, 2024":"19.42"},{"Apr 1, 2024":"19.47"},{"Mar 28, 2024":"19.60"},{"Mar 27, 2024":"19.59"},{"Mar 26, 2024":"19.54"},{"Mar 25, 2024":"19.52"},{"Mar 22, 2024":"19.55"},{"Mar 21, 2024":"19.48"},{"Mar 20, 2024":"19.46"},{"Mar 19, 2024":"19.44"},{"Mar 18, 2024":"19.39"},{"Mar 15, 2024":"0.05 Dividend"},{"Mar 15, 2024":"19.42"},{"Mar 14, 2024":"19.46"},{"Mar 13, 2024":"19.57"},{"Mar 12, 2024":"19.59"},{"Mar 11, 2024":"19.64"},{"Mar 8, 2024":"19.64"},{"Mar 7, 2024":"19.64"},{"Mar 6, 2024":"19.62"},{"Mar 5, 2024":"19.58"}]}
                                                                                                                                                                                                                    
                                                                                                    

Historical Rates - CODE SNIPPETS


curl --location --request GET 'https://zylalabs.com/api/3992/mutual+funds+insights+api/4757/historical+rates?symbol=PTCOX&from=2024-03-05&to=2024-04-10' --header 'Authorization: Bearer YOUR_API_KEY' 

    

API Access Key & Authentication

After signing up, every developer is assigned a personal API access key, a unique combination of letters and digits provided to access to our API endpoint. To authenticate with the Mutual Funds Insights API REST API, simply include your bearer token in the Authorization header.

Headers

Header Description
Authorization [Required] Should be Bearer access_key. See "Your API Access Key" above when you are subscribed.


Simple Transparent Pricing

No long term commitments. One click upgrade/downgrade or cancellation. No questions asked.

πŸš€ Enterprise
Starts at $10,000/Year

  • Custom Volume
  • Dedicated account manager
  • Service-level agreement (SLA)

Customer favorite features

  • βœ”οΈŽ Only Pay for Successful Requests
  • βœ”οΈŽ Free 7-Day Trial
  • βœ”οΈŽ Multi-Language Support
  • βœ”οΈŽ One API Key, All APIs.
  • βœ”οΈŽ Intuitive Dashboard
  • βœ”οΈŽ Comprehensive Error Handling
  • βœ”οΈŽ Developer-Friendly Docs
  • βœ”οΈŽ Postman Integration
  • βœ”οΈŽ Secure HTTPS Connections
  • βœ”οΈŽ Reliable Uptime

The Mutual Funds Insights API offers comprehensive data on mutual funds, including but not limited to performance metrics (e.g., returns, volatility), expense ratios, asset allocation breakdowns, fund manager details, historical NAV (Net Asset Value) data, and dividend information.

The data within the Mutual Funds API is updated regularly to ensure accuracy and relevance. Typically, updates occur in real-time or at intervals ranging from daily to monthly, depending on the specific dataset.

Yes, the API provides access to historical data, allowing users to retrieve past performance metrics, NAV values, and other relevant information for mutual funds over specific time periods.

Yes, there may be rate limits imposed on API usage to ensure fair access and optimal performance for all users. The specific rate limits and throttling policies may vary depending on the API provider's terms of service.

Yes, the API typically employs authentication mechanisms such as API keys or OAuth tokens to authenticate users and control access to the data. Authorization mechanisms may also be implemented to restrict access to certain endpoints or datasets based on user roles and permissions.

Zyla API Hub is, in other words, an API MarketPlace. An all-in-one solution for your developing needs. You will be accessing our extended list of APIs with only your user. Also, you won't need to worry about storing API keys, only one API key for all our products is needed.

Prices are listed in USD. We accept all major debit and credit cards. Our payment system uses the latest security technology and is powered by Stripe, one of the world’s most reliable payment companies. If you have any trouble with paying by card, just contact us at [email protected]

Sometimes depending on the bank's fraud protection settings, a bank will decline the validation charge we make when we attempt to be sure a card is valid. We recommend first contacting your bank to see if they are blocking our charges. If more help is needed, please contact [email protected] and our team will investigate further

Prices are based on a recurring monthly subscription depending on the plan selected β€” plus overage fees applied when a developer exceeds a plan’s quota limits. In this example, you'll see the base plan amount as well as a quota limit of API requests. Be sure to notice the overage fee because you will be charged for each additional request.

Zyla API Hub works on a recurring monthly subscription system. Your billing cycle will start the day you purchase one of the paid plans, and it will renew the same day of the next month. So be aware to cancel your subscription beforehand if you want to avoid future charges.

Just go to the pricing page of that API and select the plan that you want to upgrade to. You will only be charged the full amount of that plan, but you will be enjoying the features that the plan offers right away.

Yes, absolutely. If you want to cancel your plan, simply go to your account and cancel on the Billing page. Upgrades, downgrades, and cancellations are immediate.

You can contact us through our chat channel to receive immediate assistance. We are always online from 9 am to 6 pm (GMT+1). If you reach us after that time, we will be in contact when we are back. Also you can contact us via email to [email protected]

 Service Level
100%
 Response Time
595ms

Category:


Tags:


Related APIs